Onboarding Bulk Edit Mode

Editing Onboarding on a bulk basis is an incredible time saver! WorkZerk allows you to select multiple Onboarding items when in this mode, and bulk change the following fields:

• Draft flag.

• Private flag.

• Who (Worker Assignment).

• Where (Contact Area Assignment).

• Delete.

• Change Case (upper case/lower case Activity name).

• Tag Restrict (restrict this Onboarding to Workers with this Tag only).

To enter the bulk edit mode click turn the bulk edit switch on from the Onboarding tab.

Remember that you can change multiple fields with one action. When you have selected all the changes required, hit the APPLY CHANGES button to save all work.

Fields such as Who and Tag restrict also offer unassignment options. That means you can either assign or unassign the Who and Tag Restrict fields to all the selected Onboarding records.